Tag: defined contribution plans

Best Candidates for Annuities

Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best.

Advisers Can Help Start-Up Retirement Plans Evolve

PLANSPONSOR’s 2018 Defined Contribution Survey found many start-up plans have not yet adopted plan design best practices and many are unsure about fees, but fortunately, nearly two-thirds employ the services of a retirement plan adviser or institutional investment consultant.